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Bill Pay Services: New Client Questionnaire

Please complete the following information to the best of your knowledge to assist us in preparing a proposal for services. The information provided should just entail the assets and transactions that would be tracked by TAG if engaged.

  • La Jolla Headquarters

    1227 Prospect Street
    Suite 200
    La Jolla, CA 92037

     

    NYC
    747 Third Avenue
    Suite 200
    New York, NY 10017

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